Q2 2024 Holdings
Filed 2024-08-14 | 10 holdings | $313.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Toast Inc(TOST) | CL A | 888787108 | $64.4M | 2,498,900 | 20.6% |
| Yext Inc(YEXT) | COM | 98585N106 | $61.4M | 11,474,281 | 19.6% |
| Instructure Hldgs Inc | COM | 457790103 | $52.5M | 2,241,530 | 16.7% |
| Appian Corp(APPN) | CL A | 03782L101 | $35.7M | 1,156,985 | 11.4% |
| NCR Atleos Corporation(NATL) | COM SHS | 63001N106 | $32.4M | 1,199,961 | 10.3% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $24.8M | 179,761 | 7.9% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $22.1M | 1,846,391 | 7.1% |
| Enfusion Inc | CL A | 292812104 | $14.8M | 1,735,551 | 4.7% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $5.0M | 1,025,280 | 1.6% |
| Life360 Inc(LIF) | COM | 532206109 | $286.1K | 8,834 | 0.1% |